Craig began his career with Merrill Lynch Wealth Management in 1986. He is dedicated to providing clients with the finest individually tailored strategies. He understands the unique needs and challenges facing today's affluent families and successful business owners, so at the heart of his philosophy is a passion to build enduring client relationships and provide strategies just as unique as these challenges. Due to the size and power of the Merrill brand, Craig is able to offer the highest level of customized financial strategies as well as the individual attention you would expect from a smaller firm.

Craig works with high net worth families and business owners through all stages of the business cycle from start-up to maturity, by providing strategies for cash management, group benefits, short and long term financing through Bank of America, N.A. and ultimately succession planning. Craig works in tandem with a team of specialists in different areas of experience to provide you a custom tailored strategy to help meet the unique needs of your business, your family and you.

Ultimately, his goal is to be the very best in his field by assisting affluent families and business owners in the development of long-term financial strategies by taking an intelligent and thoughtful approach to both your personal and business finances. The approach begins by evaluating each client's specific financial needs and risk tolerance. Every client is unique, therefore the amount of time and frequency needed to provide detailed financial advice and guidance may vary.|A California native who has been married 32 years with three grown sons and a 4 yr. old Grandaughter. Earning a B.S. degree from Oral Roberts University with a major in Economics and minor in Computer Science. Craig enjoys bodybuilding, hiking, sailing, racquetball, traveling, gourmet cooking and the great outdoors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.